Dalton Investments LLC Long-Term Concentrated

CIK: 0001388838 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 14, 2013

Total Value ($000): $353,757 (100.0% shares, 0.0% debt)

Holdings (64)

BRK/B BERKSHIRE HATHAWAY INC DEL 18.0%
Value ($000) $63,605 Shares 560,350 Est. Cost $110.02 Unrealized +4.9%
AIG AMERICAN INTL GROUP INC 17.4%
Value ($000) $61,721 Shares 1,269,200 Est. Cost $32.51 Unrealized +10.8%
MU MICRON TECHNOLOGY INC 9.9%
Value ($000) $34,938 Shares 2,000,000 Est. Cost $14.15 Unrealized 0.0%
C CITIGROUP INC 9.7%
Value ($000) $34,327 Shares 707,635 Est. Cost $35.76 Unrealized +5.2%
SANOFI 9.6%
Value ($000) $33,988 Shares 16,825,566 Est. Cost $2.02 Unrealized
HIMX HIMAX TECHNOLOGIES INC 8.1%
Value ($000) $28,825 Shares 2,882,502 Est. Cost $5.22 Unrealized
NATIONAL BK GREECE S A 5.3%
Value ($000) $18,666 Shares 1,530,000 Est. Cost $12.01 Unrealized
MS MORGAN STANLEY 3.5%
Value ($000) $12,499 Shares 463,800 Est. Cost $17.33 Unrealized +13.4%
BAC BANK OF AMERICA CORPORATION 2.7%
Value ($000) $9,459 Shares 685,466 Est. Cost $10.03 Unrealized +12.0%
TURQUOISE HILL RES LTD 2.5%
Value ($000) $8,898 Shares 2,013,172 Est. Cost $5.68 Unrealized
ISHARES 2.2%
Value ($000) $7,784 Shares 653,045 Est. Cost $11.22 Unrealized
AMERICAN INTL GROUP INC 1.0%
Value ($000) $3,659 Shares 193,062 Est. Cost $18.24 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,579 Shares 21 Est. Cost $165023.42 Unrealized +4.8%
VEU VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $3,385 Shares 69,649 Est. Cost $44.70 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $2,627 Shares 29,972 Est. Cost $82.80 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.7%
Value ($000) $2,556 Shares 126,910 Est. Cost $20.67 Unrealized
PANHANDLE OIL AND GAS INC 0.5%
Value ($000) $1,900 Shares 67,200 Est. Cost $28.50 Unrealized
PROSHARES TR 0.5%
Value ($000) $1,656 Shares 89,636 Est. Cost $20.63 Unrealized
VV VANGUARD INDEX FDS 0.4%
Value ($000) $1,568 Shares 20,272 Est. Cost $73.43 Unrealized
JPMORGAN CHASE & CO 0.4%
Value ($000) $1,520 Shares 90,710 Est. Cost $15.60 Unrealized
DEUTSCHE BK AG LONDON BRH 0.4%
Value ($000) $1,453 Shares 83,000 Est. Cost $18.69 Unrealized
L LOEWS CORP 0.3%
Value ($000) $935 Shares 20,000 Est. Cost $42.08 Unrealized +2.8%
RESOLUTE FST PRODS INC 0.2%
Value ($000) $793 Shares 60,000 Est. Cost $13.17 Unrealized
1ST CENTURY BANCSHARES INC 0.2%
Value ($000) $789 Shares 105,000 Est. Cost $7.51 Unrealized
ELLSWORTH FUND LTD 0.2%
Value ($000) $716 Shares 90,978 Est. Cost $7.66 Unrealized
LEUCADIA NATL CORP 0.2%
Value ($000) $681 Shares 25,000 Est. Cost $26.24 Unrealized
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $647 Shares 25,000 Est. Cost $20.40 Unrealized
ALPS ETF TR 0.2%
Value ($000) $550 Shares 13,074 Est. Cost $39.92 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.2%
Value ($000) $545 Shares 26,133 Est. Cost $21.05 Unrealized
ACTG ACACIA RESH CORP 0.1%
Value ($000) $510 Shares 22,122 Est. Cost $22.10 Unrealized -5.7%
BANCROFT FUND LTD 0.1%
Value ($000) $493 Shares 27,485 Est. Cost $17.32 Unrealized
POWERSHS DB US DOLLAR INDEX 0.1%
Value ($000) $476 Shares 22,000 Est. Cost $21.64 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $436 Shares 18,237 Est. Cost $23.29 Unrealized
TESSERA TECHNOLOGIES INC 0.1%
Value ($000) $425 Shares 22,000 Est. Cost $20.40 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $407 Shares 3,974 Est. Cost $93.80 Unrealized
COHEN & STEERS CLOSED END OP 0.1%
Value ($000) $402 Shares 32,608 Est. Cost $13.13 Unrealized
NORTHERN TIER ENERGY LP 0.1%
Value ($000) $394 Shares 20,000 Est. Cost $24.00 Unrealized
POWERSHARES QQQ TRUST 0.1%
Value ($000) $394 Shares 5,000 Est. Cost $78.80 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $380 Shares 2,400 Est. Cost $127.13 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.1%
Value ($000) $371 Shares 9,000 Est. Cost $44.45 Unrealized -5.9%
PUTNAM MUN OPPORTUNITIES TR 0.1%
Value ($000) $346 Shares 31,615 Est. Cost $11.21 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $337 Shares 20,000 Est. Cost $7.82 Unrealized +15.3%
BLACKROCK MUNIHLDNGS QLTY II 0.1%
Value ($000) $284 Shares 22,501 Est. Cost $13.81 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $280 Shares 4,233 Est. Cost $68.63 Unrealized
TRC TEJON RANCH CO 0.1%
Value ($000) $278 Shares 9,000 Est. Cost $30.38 Unrealized 0.0%
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $270 Shares 13,136 Est. Cost $21.01 Unrealized
SPDR INDEX SHS FDS 0.1%
Value ($000) $249 Shares 7,621 Est. Cost $28.83 Unrealized
HYG ISHARES 0.1%
Value ($000) $240 Shares 2,618 Est. Cost $91.00 Unrealized
BA BOEING CO 0.1%
Value ($000) $235 Shares 2,000 Est. Cost $91.56 Unrealized 0.0%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $234 Shares 4,000 Est. Cost $58.50 Unrealized
AON PLC 0.1%
Value ($000) $223 Shares 3,000 Est. Cost $64.29 Unrealized
XMUSX BLACKROCK MUNIHOLDNGS QLTY I 0.1%
Value ($000) $216 Shares 17,399 Est. Cost $12.79 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $213 Shares 4,080 Est. Cost $51.81 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $208 Shares 2,500 Est. Cost $57.46 Unrealized 0.0%
FRANKLIN TEMPLETON LTD DUR I 0.1%
Value ($000) $199 Shares 15,298 Est. Cost $13.42 Unrealized
BLACKROCK MUNIYIELD CALIF FD 0.1%
Value ($000) $186 Shares 12,994 Est. Cost $15.26 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $146 Shares 10,000 Est. Cost $11.89 Unrealized 0.0%
MVC CAPITAL INC 0.0%
Value ($000) $131 Shares 10,000 Est. Cost $13.10 Unrealized
BGC PARTNERS INC 0.0%
Value ($000) $130 Shares 23,000 Est. Cost $5.65 Unrealized
FEIM FREQUENCY ELECTRS INC 0.0%
Value ($000) $117 Shares 10,000 Est. Cost $7.91 Unrealized +8.8%
MAGAL SECURITY SYS LTD 0.0%
Value ($000) $103 Shares 29,613 Est. Cost $3.61 Unrealized
INVESCO MUNI INCOME OPP TRST 0.0%
Value ($000) $89 Shares 14,000 Est. Cost $6.55 Unrealized
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 14,082 Est. Cost $2.91 Unrealized
KIDBQ KID BRANDS INC 0.0%
Value ($000) $34 Shares 23,000 Est. Cost $1.48 Unrealized 0.0%